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Annual Stock Returns and Financial Metrics

The document contains monthly data on the share price and Sensex index from 2007 to 2011. It shows that the M&M share price fluctuated between Rs.274.85 to Rs.1,080.80 over this period, while the Sensex index rose from 14,090.92 to 20,069.12, with both experiencing periods of growth and decline at different points. Financial metrics such as PAT, Net Worth and ROE for M&M are also provided for each year.

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Himesh V Nair
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6 views22 pages

Annual Stock Returns and Financial Metrics

The document contains monthly data on the share price and Sensex index from 2007 to 2011. It shows that the M&M share price fluctuated between Rs.274.85 to Rs.1,080.80 over this period, while the Sensex index rose from 14,090.92 to 20,069.12, with both experiencing periods of growth and decline at different points. Financial metrics such as PAT, Net Worth and ROE for M&M are also provided for each year.

Uploaded by

Himesh V Nair
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd

date

m and m

return

index sensex

7-Jan

900.2

7-Feb

806.05

-10%

12,938.09

7-Mar

780.15

-3%

13,072.10

7-Apr

778.85

0%

13,872.37

7-May

758.15

-3%

14,544.46

7-Jun

722.85

-5%

14,650.51

7-Jul

729.15

1%

15,550.99

7-Aug

709.05

-3%

15,318.60

7-Sep

751.65

6%

17,291.10

7-Oct

754.7

0%

19,837.99

return

14,090.92

7-Nov

731.8

-3%

19,363.19

7-Dec

860.8

18%

20,286.99

8-Jan

669.35

-22%

17,648.71

8-Feb

692.8

4%

17,578.72

8-Mar

695.65

0%

15,644.44

8-Apr

670.4

-4%

17,287.31

8-May

592.5

-12%

16,415.57

8-Jun

485.05

-18%

13,461.60

8-Jul

520.55

7%

14,355.75

8-Aug

578.05

11%

14,564.53

8-Sep

509.25

-12%

12,860.43

8-Oct

372.35

-27%

9,788.06

8-Nov

281.65

-24%

9,092.72

8-Dec

274.85

-2%

9,647.31

9-Jan

300.6

9%

9,424.24

9-Feb

309.9

3%

8,891.61

9-Mar

383.2

24%

9,708.50

9-Apr

486.25

27%

11,403.25

9-May

675

39%

14,625.25

9-Jun

692.5

3%

14,493.84

9-Jul

856.8

24%

15,670.31

9-Aug

860.05

0%

15,666.64

9-Sep

881.2

2%

17,126.84

9-Oct

921.95

5%

15,896.28

9-Nov

1,028.25

12%

16,926.22

9-Dec

1,080.80

5%

17,464.81

10-Jan

1,019.40

-6%

16,357.96

10-Feb

1,007.35

-1%

16,429.55

10-Mar

545.2

-46%

17,527.77

10-Apr

526.1

-4%

17,558.71

10-May

572.45

9%

16,944.63

10-Jun

625.25

9%

17,700.90

10-Jul

661.5

6%

17,868.29

10-Aug

626.4

-5%

17,971.12

10-Sep

693.3

11%

20,069.12

-8%
1%
6%
5%
1%
6%
-1%
13%
15%
-2%
5%
-13%
0%
-11%
11%
-5%
-18%
7%
1%
-12%
-24%
-7%
6%
-2%
-6%
9%
17%
28%
-1%
8%
0%
9%
-7%
6%
3%
-6%
0%
7%
0%
-3%
4%
1%
1%
12%

RF
RI=RF+B(RM-RF)
B
RM
RI
AR

10-Oct

731.85

6%

20,032.34

10-Nov

766.3

5%

19,521.25

10-Dec

777.55

1%

20,509.09

11-Jan

712.05

-8%

18,327.76

11-Feb

614.1

-14%

17,823.40

11-Mar

698.6

14%

19,445.22

11-Apr

753.8

8%

19,135.96

11-May

672.15

-11%

18,503.28

11-Jun

701.3

4%

18,845.87

11-Jul

718.25

2%

18,197.20

11-Aug

737.55

3%

16,676.75

11-Sep

789.5

7%

16,446.02

0%
-3%
5%
-11%
-3%
9%
-2%
-3%
2%
-3%
-8%
-1%

YEAR

8.30%

2007
2008
2009

EPS
44.88
46.15
30.69

FACE VALUE
5
5
5

DIVIDEND
10.75
10.75
10

93%

2010
2011

36.89
45.33

5
5

14.5
16.5

1%
1.2270213615150700%
1%
RI>AR
DONT INVEST

ADPOR

DPOR
0.2395276
0.2329361
0.325839

PAT
NETWORTH
ROE
1,068.39
3,552.90 0.30070928
1,103.37
4,350.07 0.253644194
836.78
5,243.97 0.159569944
2,087.75
2,662.10

0.3930604
0.3639974
1.5553605
0.3110721

7,830.23 0.266626906
10,313.39 0.258120754
1.238671078
0.247734216
AROE

PRICE

EPS
860.8

274.85
1,080.80
777.55
789.5

44.88
46.15
30.69
36.89
45.33
AP/E
PEPS

B=(1-D0
0.688928
B*AROE
0.170671

IV
MP
PRESENT P/E

P/E
19.18004
5.95558
35.21668
21.07753
17.41672
98.84655
19.76931
53.06652
1049.088
805
PRESENT P/E

18.27

YEAR
EPS
FV
D%
D
DPOR

2007
2008
2009
2010
2011

1,400.00
4,191.00
777.05
1,698.00
1,990.00

4,670.00
4,400.00
1,800.00
2,212.00
1,998.10

2011
65.01
2
725
16.5
0.253807

1,374.90
670
557
1,371.00
1,400.10

2010
2009
2008
2007
72.66
59.45
74.35
49.53
2
2
2
2
625
525
850
650
14.5
12.5
19
15
0.19956 0.210261 0.255548 0.302847

1,61,89,79,3
6,430

3,295.10

14,19,97,145

2,63,68,57,3
69,33,850
8,616

3,730.00

16,78,56,995

1,87,69,35,2
54,09,143
9,627

1,243.00

5,75,06,527

99,33,84,79,
22,77,365
949

841

5,44,69,741

89,23,77,10,
26,94,691
277

598

6,20,07,415

23,46,679

PAT
NET W
ROE

3,957.89
4,375.52
3,481.66 2,173.42 1,403.02
21,846.26
18,311.64 12,459.69 9,555.08 5,768.43
0.18117014 0.238947467 0.27943392 0.227462 0.243224
AROE

ADPR
1.222022 0.244404
B
0.755596

G=

EPS
49.53
74.35

PICE
4,171.85
774.4

P/E
84.2287503
10.4156019

2,771.85

59.45

1,679.40

28.2489487

-3,416.60

72.66

1,979.05

27.2371318

902.35

65.01

1,404.25

21.600523
171.730956

281.05
-585.75

AP/E
EPS1
IV
MV

34.3461911
76.5067113
2627.71413
1361

0.17684527

index sensex

14,090.92

1.170238
0.234048

L AND T R
1589
1489.85
1620.1
1698.4
2009.9
2198
2607.8
2583.2
2816
4262
4130

19,363.19

-8%
1%
6%
5%
1%
6%
-1%
13%
15%
-2%

20,286.99

5%

4165

1%

17,648.71

-13%

3650

-12%

17,578.72

0%

3507.9

-4%

15,644.44

-11%

3004

-14%

17,287.31

11%
-5%
-18%
7%
1%
-12%
-24%
-7%
6%
-2%
-6%
9%
17%
28%
-1%
8%
0%
9%
-7%
6%
3%
-6%
0%
7%
0%
-3%
4%
1%

3025
2976.2
2168
2600
2594
2432.15
809.45
729.9
772.05
690
613
666.7
879.9
1396
1570.35
1508.1
1564
1685
1561.8
1611.3
1677.25
1643.85
1580
1631.3
1609.5
1623
1809.25
1793

1%
-2%
-27%
20%
0%
-6%
-67%
-10%
6%
-11%
-11%
9%
32%
59%
12%
-4%
4%
8%
-7%
3%
4%
-2%
-4%
3%
-1%
1%
11%
-1%

12,938.09
13,072.10
13,872.37
14,544.46
14,650.51
15,550.99
15,318.60
17,291.10
19,837.99

16,415.57
13,461.60
14,355.75
14,564.53
12,860.43
9,788.06
9,092.72
9,647.31
9,424.24
8,891.61
9,708.50
11,403.25
14,625.25
14,493.84
15,670.31
15,666.64
17,126.84
15,896.28
16,926.22
17,464.81
16,357.96
16,429.55
17,527.77
17,558.71
16,944.63
17,700.90
17,868.29

-6%
9%
5%
18%
9%
19%
-1%
9%
51%
-3%

17,971.12
20,069.12
20,032.34
19,521.25
20,509.09
18,327.76
17,823.40
19,445.22
19,135.96
18,503.28
18,845.87
18,197.20
16,676.75
16,446.02

1%
12%
0%
-3%
5%
-11%
-3%
9%
-2%
-3%
2%
-3%
-8%
-1%

1811
2051.75
2020
1950.65
1978
1644
1524
1659
1595.1
1642.75
1832.1
1722
1614
1402.3

1%
13%
-2%
-3%
1%
-17%
-7%
9%
-4%
3%
12%
-6%
-6%
-13%

RF
RM
B
RI
AR

8.30%
1%
162.87851306785900%
-4.1542129926807000%
1%

RELIANCE INDUSTRIES
YEAR
2011
2010
2009
2008
2007
61.97
49.64
97.28
133.86
85.71
EPS
80
70
130
130
110
D%
FV
10
10
10
10
10
D
18
17
23
23
21
DPOR
0.290463 0.342466 0.236431 0.171821 0.245012 1.286193
ADPOR
0.257239
B
0.742761

PAT
NET W
ROE

20,286.30
151,540.32
0.133867343

16,235.67
15,309.32
19,458.29 11,943.40
137,170.61 126,372.97
81,448.60 63,967.13
0.118361142 0.121143944 0.238902694 0.18671152 0.798987
AROE
0.159797
G

EPS

0.118691276

PRICE
85.71
133.86
97.28
49.64
61.97

2,881.05
1,230.25
1,089.40
1,058.25
797

AP/E

33.6139307
9.19057224
11.19860197
21.31849315
12.8610618
88.18265986
17.63653197

EPS1
IV
MV

63.0886913
1112.66572
794

17,28

16,41

13,46

14,35

14,56

12,86

9,78

9,09

9,64

9,42

8,89

9,70

11,40

14,62

14,49

15,67

15,66

17,12

15,89

16,92

17,46

16,35

16,42

17,52

17,55

16,94

17,70

17,86

17,97

20,06

20,03

19,52

20,50

18,32

17,82

19,44

19,13

18,50

18,84

18,19

16,67

16,44

index sensex

REYTURN

14,090.92
12,938.09
13,072.10
13,872.37
14,544.46
14,650.51
15,550.99
15,318.60
17,291.10
19,837.99
19,363.19
20,286.99
17,648.71
17,578.72
15,644.44
17,287.31
16,415.57
13,461.60
14,355.75
14,564.53
12,860.43
9,788.06
9,092.72
9,647.31
9,424.24
8,891.61
9,708.50
11,403.25
14,625.25
14,493.84
15,670.31
15,666.64
17,126.84
15,896.28
16,926.22
17,464.81
16,357.96
16,429.55
17,527.77
17,558.71
16,944.63
17,700.90
17,868.29
17,971.12
20,069.12
20,032.34

-8%
1%
6%
5%
1%
6%
-1%
13%
15%
-2%
5%
-13%
0%
-11%
11%
-5%
-18%
7%
1%
-12%
-24%
-7%
6%
-2%
-6%
9%
17%
28%
-1%
8%
0%
9%
-7%
6%
3%
-6%
0%
7%
0%
-3%
4%
1%
1%
12%
0%

RETURN
796.05
785.05
828
895.05
952.25
985.2
1051.55
961.7
919.8
1058
986.4
1097.15
987.3
915.9
1009
1089.15
1046.5
1031.55
1074.5
979.3
1085.9
1093.35
1058
1927
2199
1998.7
1974
2029
2258
1810.2
1522.1
1255.5
1329.8
1232.55
1135
1365
1945.1
2125.3
2214
2083
2401.1
2608
2252.7
2433.8
2495
2887.5

-1%
5%
8%
6%
3%
7%
-9%
-4%
15%
-7%
11%
-10%
-7%
10%
8%
-4%
-1%
4%
-9%
11%
1%
-3%
82%
14%
-9%
-1%
3%
11%
-20%
-16%
-18%
6%
-7%
-8%
20%
42%
9%
4%
-6%
15%
9%
-14%
8%
3%
16%

RF
RM
B
RI
AR

8.30%
1%
28.806758845138400%
6.09734291817440%
2%

19,521.25
20,509.09
18,327.76
17,823.40
19,445.22
19,135.96
18,503.28
18,845.87
18,197.20
16,676.75
16,446.02

-3%
5%
-11%
-3%
9%
-2%
-3%
2%
-3%
-8%
-1%

2846
2785
2297
1958
1893.5
1700.55
1758.8
1561.05
1370.3
1352.5
1366.45

-1%
-2%
-18%
-15%
-3%
-10%
3%
-11%
-12%
-1%
1%

2007

1,252.55

2008

2,950.00

2009

1,240.05

2010

1,094.00

2011

1,062.00

3,235.00
3,252.10
2,490.00
1,187.00
1,090.00

1,250.00
930
990
840.55
713.55

4,24,98,19,3
0,198

1,985.00

1,628.50

35,68,55,636

6,66,06,00,5
1,24,31,229
6,815

2,322.10

-1,719.75

31,82,57,831

5,39,55,16,0
1,08,35,319
6,993

1,500.00

-150.65

23,25,52,398

2,40,70,67,4
64,08,077
6,198

346.45

-35.75

13,88,43,976

1,26,98,40,4
39,97,392
9,509

376.45

-265

21,67,90,350

46,14,899

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